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FAQ ID # 21
Last Update : 2009/09/01
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Question / Issue
I have multiple quote templates, how do I choose another template to become the default template?

Answer / Solution

Choosing a new default quote template:

  1. Click on the Tools menu and select Options or  click on the icon from the toolbar that looks like a gear.
  2. The Options screen will come up and will start on the General tab, if not go to this tab.
  3. Click on the dropdown list in the middle of the screen named Default Quote Template and choose your new quote default template name.
  4. Click on OK to save and close the screen.  
  5. Each new quote from that point will use the new default template.

Related FAQs
How can I set entry fields with the defaults that I want for all new quotes that I open (create a default quote template)?
How do I edit a quote template?

Direct Link to This FAQ
http://www.itcdataservices.com/support/cmpfaq/?f=21

Tags
Choosing new quote default template

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